PERSONAL TAXES

Getting your personal taxes done doesn't have to be as painful as root canal. We work with you to prepare your tax returns to meet your objectives, whether to save taxes, help to get you a mortgage, or save on your student loan payments. We don't just fill out forms, we fill them out purposefully with you in mind and always within the law. Your return will be prepared by experienced tax professionals; who will provide you many ways to save and lower your tax bill or prepare your income and deductions for obtaining loans and financing.

READY FOR YOUR APPOINTMENT?

Having your return completed accurately, efficiently and quickly is all in the preparation. We've created the following downloads to help you prepare for your appointment with the aid of worksheets to help you gather your numbers together for these more complex tax scenarios; as well as a list of What to bring for your appointment. We're here to help so there are no stupid questions.

Complete & Download these forms to make your appointment quicker & less stressful.

Please send your tax documents to us prior to any appointments. This will help streamline the tax preparation process. Tax documents can be uploaded to our secure online portal, faxed, or dropped off in person at our office.

For large files such as QuickBooks please contact our staff to arrange access to our client portal.
If more information is needed to prepare your return, a tax preparer will get in touch with you. Pending any missing information, your tax return will be complete no more than two weeks after all documents have been received. The timeliness of your cooperation is essential to our ability to complete your returns. Accordingly, if we do not receive information from you, it may be necessary for us to pursue an extension of the due date of your return.

Once completed, your tax return will be e-filed only upon the receipt of your signature pages and payment for services rendered.

BUSINESS TAXES

We take an active role in PLANNING your tax strategy always within the law so you can take your business to the next level. We will provide you many ways to reduce your tax bill, prepare Tax returns, Financial Statements, Audited Statements and Reviewed Statements for the purpose of getting bank loans, equity financing, or bonding insurance. We do not just fill out forms, we educate and train you to be prepared to implement a smarter tax strategy.

READY TO FILE YOUR BUSINESS TAXES?

You work hard all year running your company only to get swamped with a pile of mumbo jumbo IRS forms to complete. We're here to help. Check the list & links below & gather the information we'll need for your appointment then relax & let us clear a path through the tax jungle.

Complete & Download these forms to make your appointment quicker & less stressful.

Rental Expense worksheetA pdf to help you keep track of income, expenses and purchases related to your rental properties

book your appointment on-line:

Tax related work documents

Please send your tax documents to us prior to any appointments. This will help streamline the tax preparation process. Tax documents can be uploaded to our secure online portal, faxed, or dropped off in person at our office.

For large files such as QuickBooks please contact our staff to arrange access to our client portal.
If more information is needed to prepare your return, a tax preparer will get in touch with you. Pending any missing information, your tax return will be complete no more than two weeks after all documents have been received. The timeliness of your cooperation is essential to our ability to complete your returns. Accordingly, if we do not receive information from you, it may be necessary for us to pursue an extension of the due date of your return.

Once completed, your tax return will be e-filed only upon the receipt of your signature pages and payment for services rendered.